Isaac Wakszol says hotter inflation and rising yields remain risks for markets, particularly for banks, leveraged companies and real estate. But he remains bullish on AI demand, arguing the selloff in names like Micron (MU) reflects growing competition rather than weakening demand, while ASML (ASML) and TSMC (TSM) point to continued strength across the chip industry. Looking toward 2027, Wakszol says strong earnings growth can help offset higher rates and urges investors to stay diversified, avoid market timing and let compounding work.